絞り込み結果
107 件並び順
1:04:26EN
Sequoia Capital· 2026年10月6日ポッドキャストAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年10月2日ポッドキャスト · 2 人Compute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That Ratioホスト Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:28:08EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月1日ポッドキャストThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedホスト Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年9月3日ポッドキャスト · 2 人Arm’s 98.5% margin business just started shipping chipsホスト Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年8月27日ポッドキャスト · 2 人Google Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.ホスト Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
55:19ENSequoia Capital· 2026年8月25日ポッドキャストHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
1:04:14EN
Unsupervised Learning: With Jacob Effron· 2026年7月31日ポッドキャストThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your Houseホスト Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
55:19ENSequoia Capital· 2026年7月7日ポッドキャストThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年7月2日ポッドキャスト · 2 人Two Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times Cheaperホスト Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:10:15ENSequoia Capital· 2026年6月30日ポッドキャストThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
45:00ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年6月18日ポッドキャスト · 2 人Lip-Bu Tan took the hardest job in chips to save Intelホスト Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
1:06:36ENUnsupervised Learning: With Jacob Effron· 2026年6月12日ポッドキャストBills Doubled Overnight. Next, the APIs Might Vanish.ホスト Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
41:20ENSequoia Capital· 2026年6月10日ポッドキャストA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
45:33ENSequoia Capital· 2026年5月26日ポッドキャストCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月21日ポッドキャスト · 2 人Cerebras Waited Ten Years for a Market That Finally Needed Speedホスト Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月14日ポッドキャスト · 2 人The Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Businessホスト Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
4:18:22EN
Lex Fridman· 2026年5月6日ポッドキャスト · 2 人Every Cycle Matters: The Volunteers Who Decode Almost All Internet Videoゲスト FFmpeg · ホスト Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月1日ポッドキャスト · 2 人Inference Is the Last Market: Baseten’s 30x Yearホスト Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
44:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年4月9日ポッドキャスト · 2 人A millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyホスト Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
1:37:43ENCognitive Revolution "How AI Changes Everything"· 2026年3月25日ポッドキャストCisco wants two extra network layers so agents can share intentホスト Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
2:25:58ENLex Fridman· 2026年3月23日ポッドキャスト · 2 人AGI Is Already Here. Building NVIDIA Is Not.ゲスト Jensen Huang · ホスト Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
44:19ENSequoia Capital· 2026年3月17日ポッドキャストThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
40:56ENSequoia Capital· 2026年3月10日ポッドキャストFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
44:46ENSequoia Capital· 2026年2月10日ポッドキャストA Single Training Environment Can Cost Millions. Prime Intellect Wants a GitHub for RLWill Brown and Johannes Hagemann argue that the eval suite you already use to test agents is one step away from a training set.もっと見る107 件中 24 件を表示